🛠️ IMPROVEMENTS
Enhanced escrow management with new controls and disbursement scheduling:
Moved escrow tax and insurance settings from the Product tab back to the Property tab, with individual toggles for Property Taxes, HOA, and Homeowners Insurance
Added disbursement schedule tracking for escrow items — set payment frequency (Monthly, Annually, Semi-Annual, Quarterly) and manage due dates with auto-calculated amounts
Added Cushion Months and Total Months Escrowed fields, with automatic calculation based on closing date and first payment date
Expanded the escrow fee type dropdown with 25+ additional types, including Flood Insurance, Earthquake Insurance, various property tax types, and association dues
Added 1st Payment Date as a key date:
Automatically calculated as the first day of the second month following the closing date
Editable if you need to override the default
Visible in Key Dates, the Pipeline, and included in disclosure data exports
Added Project Classification Type to the Subject Property:
New dropdown in the Condo Details section with options for Streamlined Review, Established Project, New Project, FHA-approved, and more
Supports Fannie Mae and Freddie Mac project review classifications for condos, PUDs, and co-ops